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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Jarhead who wrote (5871)	2/1/2000 2:53:00 PM
From: SJS	Read Replies (1) \| Respond to of 24042

Don't disagree with anything you've said. However, make ETEK stock part of your optical stock strategy, not the whole thing. Sure the lure of 25+% is enticing, but just because WE all feel this deal will go through doesn't mean the FTC doesn't have a problem with it. It's more risk than I would take personally. If it helps, I own them both (and SDLI, which doesn't enter this equation.....) with the following approximate ratios: JDSU: 1 ETEK: .625 That's not to say that's the right relationship for ANYONE here. It's what I have at this moment. Steve

To: Jarhead who wrote (5871)	2/1/2000 3:01:00 PM
From: professor	Read Replies (3) \| Respond to of 24042

Jarhead, Although the strategy to move out of JDSU to get the arbitrage in ETEK of about 20% is good, remember there are tax implications, if it is a taxable transaction. Also, one runs the potential risk of the deal not going through. However, the discount is attractive if you believe the companies will merge. I have a position in JDSU and have begun to add ETEK as a cheaper form to acquire additional JDSU shares. Remember to do your own DD. Good luck, Prof.